AAPL, AMD, AMZN, AVGO, BABA, BAC, F, GOOG, GOOGL, HOOD, INTC, META, MRVL, MSFT, MU, NFLX, NOK, NVDA, ORCL, PFE, PLTR, SNDK, TSLA, TSM. מיום שני, כל השמות שמופיעים פה יהיו זמינים למסחר מ-14:30 עד 23:15 כולל אופציות כמובן, פה השינוי הגדול

$SKHY trading at a 3.94x multiple is pure comedy that’s even cheaper than $MU at 4.21x at these valuations, both companies could retire their entire float in 3 to 4 years just off pure cash flow the market is completely disconnected from reality here.

$TSM (Taiwan Semiconductor Manufacturing) #earnings are out:

OPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT OpenAI recently told investors its annualized revenue was approaching $50B at the end of September, roughly $20B below the figure widely reported last month. The discrepancy reportedly stems from differences in how OpenAI and Anthropic calculate revenue. Anthropic includes sales through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI's figures to make them comparable with Anthropic's, contributing to the previously reported $70B estimate. OpenAI declined to comment. Source: Financial Times.

MICRON $MU Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $54.23B (Est. $51.07B) 🟢; +379% YoY 🔹 Adj. EPS: $33.42 (Est. $31.61) 🟢 🔹 Adj. Gross Margin: 87.0% (Est. 86.1%) 🟢 Q1 FY27 Guide: 🔹 Revenue: $61.5B ± $1.5B (Est. $57.02B) 🟢 🔹 Adj. EPS: $38.15 ± $1.00 (Est. $35.40) 🟢 🔹 Adj. Gross Margin: ~86.25% (Est. 86.4%) 🟡 CapEx & Cash Flow: 🔹 Operating Cash Flow: $43.97B (Est. $34.47B) 🟢 Business Unit Revenue: 🔹 Cloud Memory: $16.28B 🔹 Core Data Center: $18.00B 🔹 Mobile and Client: $13.11B 🔹 Automotive and Embedded: $6.82B Other Q4 Metrics: 🔹 Adj. Oper Income: $44.64B (Est. $42.41B) 🟢 🔹 Adj. Net Income: $38.40B (Est. $36.31B) 🟢 🔹 GAAP EPS: $32.87 Key Updates: 🔸 Quarterly dividend of $0.15 per share Comments: 🔸 “Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027”